Realty Income Corp
O- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000726728
In the last 90 days, Realty Income Corp insiders filed 0 open-market purchases and 1 sale; 1,465 institutions reported holding it in 13F filings for Q2 2026, worth $46.2B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Realty Income Corp as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,341
- +75 vs. Q2 2025
- Shares held
- 708.8M
- +7.80M (+1.1%) vs. Q2 2025
- Total value
- $43.1B
- +$2.78B (+6.9%) vs. Q2 2025
- New holders
- 158
- 645 more added
- Sold out
- 83
- 370 more reduced
22 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting O on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,465 | $46.2B |
| Q1 2026 | 1,448 | $43.5B |
| Q4 2025 | 1,371 | $41.1B |
| Q3 2025 | 1,341 | $43.1B |
| Q2 2025 | 1,288 | $41.0B |
| Q1 2025 | 1,279 | $40.6B |
| Q4 2024 | 1,267 | $36.6B |
| Q3 2024 | 1,245 | $44.2B |
| Q2 2024 | 1,182 | $35.5B |
| Q1 2024 | 1,190 | $36.9B |
| Q4 2023 | 1,156 | $34.9B |
| Q3 2023 | 1,063 | $28.6B |
| Q2 2023 | 1,100 | $33.9B |
| Q1 2023 | 1,116 | $34.8B |
| Q4 2022 | 1,118 | $34.1B |
| Q3 2022 | 1,076 | $29.9B |
| Q2 2022 | 1,091 | $33.8B |
| Q1 2022 | 1,102 | $32.2B |
| Q4 2021 | 1,108 | $32.7B |
| Q3 2021 | 956 | $19.6B |
| Q2 2021 | 934 | $18.6B |
| Q1 2021 | 878 | $16.9B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 3,735 | $215.9K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,607 | $219.3K | 0.01% | +3,607 | New |
| Heartland Bank & Trust Co | 3,632 | $220.8K | 0.09% | −48−1.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,637 | $221.1K | 0.14% | +119+3.4% | Added |
| TFB Advisors LLC | 3,758 | $221.1K | 0.06% | +3,758 | New |
| Shelton Wealth Management, LLC | 3,646 | $221.6K | 0.10% | +3,646 | New |
| Trust Point Inc. | 3,671 | $223.2K | 0.02% | +3,671 | New |
| Monument Capital Management | 3,677 | $223.5K | 0.06% | +3,677 | New |
| DGS Capital Management, LLC | 3,678 | $223.6K | 0.04% | +3,678 | New |
| Inceptionr LLC | 3,707 | $224.3K | 0.05% | +3,707 | New |
| Hamel Associates, Inc. | 3,700 | $224.9K | 0.07% | +3,700 | New |
| Busey Wealth Management | 3,717 | $226.0K | 0.01% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,718 | $226.0K | 0.08% | +27+0.7% | Added |
| M&G Plc | 3,797 | $231.6K | 0.00% | +288+8.2% | Added |
| DF Dent & Co Inc | 3,813 | $231.8K | 0.00% | +88+2.4% | Added |
| Quotient Wealth Partners, LLC | 3,820 | $232.2K | 0.01% | −372−8.9% | Reduced |
| Midwest Trust Co | 3,820 | $232.2K | 0.00% | +235+6.6% | Added |
| Delta Investment Management, LLC | 3,842 | $233.6K | 0.04% | −3,888−50.3% | Reduced |
| Sandbox Financial Partners, LLC | 3,846 | $233.8K | 0.07% | −111−2.8% | Reduced |
| Mattern Wealth Management LLC | 3,850 | $234.0K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,853 | $234.2K | 0.02% | +3,853 | New |
| MONECO Advisors, LLC | 3,855 | $234.4K | 0.02% | +30+0.8% | Added |
| Patton Fund Management, Inc. | 3,871 | $235.3K | 0.04% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 3,942 | $238.3K | 0.02% | 00.0% | Unchanged |
| Alpha Family Trust | 3,930 | $238.9K | 0.11% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,933 | $239.1K | 0.01% | +3,933 | New |
| Northstar Advisory Group, LLC | 3,960 | $240.7K | 0.10% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,971 | $241.4K | 0.09% | +3,971 | New |
| Prosperity Wealth Management, Inc. | 3,975 | $241.6K | 0.08% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,999 | $243.1K | 0.10% | +445+12.5% | Added |
| Procyon Private Wealth Partners, LLC | 4,000 | $243.2K | 0.01% | −2,065−34.0% | Reduced |
| ProVise Management Group, LLC | 4,007 | $243.6K | 0.02% | +408+11.3% | Added |
| IFS Group,LLC | 4,041 | $244.3K | 0.21% | +4,041 | New |
| National Asset Management, Inc. | 4,020 | $244.3K | 0.01% | −1,602−28.5% | Reduced |
| Fisher Asset Management, LLC | 4,034 | $245.3K | 0.00% | −206−4.9% | Reduced |
| Westside Investment Management, Inc. | 4,040 | $245.5K | 0.04% | +230+6.0% | Added |
| SFMG, LLC | 4,048 | $246.1K | 0.02% | −64−1.6% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,076 | $247.8K | 0.17% | +70+1.7% | Added |
| Campion Asset Management LLC | 4,083 | $248.2K | 0.18% | −115−2.7% | Reduced |
| Pointe Capital Management LLC | 4,094 | $248.9K | 0.12% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 4,101 | $249.3K | 0.07% | +228+5.9% | Added |
| Tyche Wealth Partners LLC | 4,115 | $250.1K | 0.04% | +135+3.4% | Added |
| Alta Advisers Ltd | 4,124 | $250.7K | 0.08% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,135 | $251.4K | 0.14% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 4,152 | $252.4K | 0.04% | −1,990−32.4% | Reduced |
| VestGen Advisors, LLC | 4,163 | $253.1K | 0.01% | +607+17.1% | Added |
| Los Angeles Capital Management LLC | 4,212 | $256.0K | 0.00% | −127−2.9% | Reduced |
| L2 Asset Management, LLC | 4,226 | $256.9K | 0.04% | +246+6.2% | Added |
| PKS Advisory Services, LLC | 4,237 | $257.6K | 0.06% | +4,237 | New |
| Sonora Investment Management Group, LLC | 4,238 | $257.6K | 0.02% | +4,238 | New |
| Asset Dedication, LLC | 4,246 | $258.1K | 0.02% | +4,168+5,343.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,270 | $259.6K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,273 | $259.8K | 0.12% | +4,273 | New |
| Atlantic Family Wealth, LLC | 4,280 | $260.2K | 0.20% | 00.0% | Unchanged |
| Holderness Investments Co | 4,287 | $260.6K | 0.05% | +136+3.3% | Added |
| McAdam, LLC | 4,298 | $261.2K | 0.01% | +467+12.2% | Added |
| Court Place Advisors, LLC | 4,310 | $262.0K | 0.08% | +9+0.2% | Added |
| Bolthouse Investments, LLC | 4,317 | $262.4K | 0.24% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,317 | $262.4K | 0.05% | +4,317 | New |
| Atlas Legacy Advisors, LLC | 4,330 | $263.2K | 0.05% | +4,330 | New |
| National Wealth Management Group, LLC | 4,344 | $264.1K | 0.10% | +450+11.6% | Added |
| Guardian Wealth Advisors, LLC | 4,353 | $264.6K | 0.02% | +265+6.5% | Added |
| Moody National Bank Trust Division | 4,355 | $264.7K | 0.02% | 00.0% | Unchanged |
| Scientech Research LLC | 4,360 | $265.0K | 0.09% | +4,360 | New |
| TownSquare Capital, LLC | 4,365 | $265.3K | 0.04% | −5,955−57.7% | Reduced |
| Trajan Wealth LLC | 4,391 | $266.9K | 0.01% | +4,391 | New |
| Mission Hills Financial Advisory, LLC | 4,396 | $267.2K | 0.14% | +4,396 | New |
| King Luther Capital Management Corp | 4,406 | $267.8K | 0.00% | −450−9.3% | Reduced |
| Grimes & Company, Inc. | 4,407 | $267.9K | 0.01% | +111+2.6% | Added |
| Bullock Wealth Management Group | 4,432 | $267.9K | 0.13% | +210+5.0% | Added |
| Beverly Hills Private Wealth, LLC | 4,421 | $268.8K | 0.05% | −24−0.5% | Reduced |
| Jacobsen Capital Management | 4,422 | $268.8K | 0.09% | +62+1.4% | Added |
| Dorsey & Whitney Trust CO LLC | 4,423 | $268.9K | 0.01% | +571+14.8% | Added |
| J. Team Financial, Inc. | 4,425 | $269.0K | 0.27% | +4,425 | New |
| Petix & Botte Co | 4,426 | $269.1K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,472 | $271.9K | 0.00% | −10−0.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 4,508 | $274.0K | 0.12% | +500+12.5% | Added |
| Smith, Moore & Co. | 4,509 | $274.1K | 0.02% | +16+0.4% | Added |
| Crescent Sterling, Ltd. | 4,515 | $274.5K | 0.29% | +176+4.1% | Added |
| Per Stirling Capital Management, LLC. | 4,525 | $275.0K | 0.03% | +30+0.7% | Added |
| Flynn Zito Capital Management, LLC | 4,541 | $276.0K | 0.10% | +8+0.2% | Added |
| Somerset Trust Co | 4,566 | $277.6K | 0.09% | +10.0% | Added |
| Legacy Financial Advisors, Inc. | 4,569 | $277.8K | 0.04% | +4,569 | New |
| Werba Rubin Papier Wealth Management | 4,575 | $278.1K | 0.04% | +4,575 | New |
| Aspire Growth Partners LLC | 4,575 | $278.1K | 0.20% | +27+0.6% | Added |
| LexAurum Advisors, LLC | 4,585 | $278.7K | 0.04% | −105−2.2% | Reduced |
| Machina Capital S.A.S. | 4,594 | $279.3K | 0.05% | −27,290−85.6% | Reduced |
| Prosperitas Financial LLC | 4,602 | $279.8K | 0.12% | +228+5.2% | Added |
| BlueChip Wealth Advisors LLC | 4,609 | $280.2K | 0.12% | +4,609 | New |
| OneAscent Financial Services LLC | 4,611 | $280.3K | 0.02% | −286−5.8% | Reduced |
| Mindset Wealth Management, LLC | 4,620 | $280.9K | 0.08% | −199−4.1% | Reduced |
| Western Wealth Management, LLC | 4,622 | $281.0K | 0.01% | +218+5.0% | Added |
| Charter Oak Capital Management, LLC | 4,631 | $281.5K | 0.02% | +36+0.8% | Added |
| ABN AMRO Bank N.V. | 4,695 | $283.3K | 0.00% | +4,695 | New |
| Aull & Monroe Investment Management Corp | 4,671 | $283.9K | 0.14% | +11+0.2% | Added |
| Core Wealth Partners LLC | 4,687 | $284.9K | 0.13% | −129−2.7% | Reduced |
| Orion Capital Management LLC | 4,700 | $285.7K | 0.10% | +4,000+571.4% | Added |
| Mayflower Financial Advisors, LLC | 4,728 | $287.4K | 0.04% | −189−3.8% | Reduced |
| Verity Asset Management, Inc. | 4,749 | $288.7K | 0.09% | +4,749 | New |
| Argent Trust Co | 4,787 | $291.0K | 0.01% | −711−12.9% | Reduced |